Max Life Insurance - Vice President - Strategic Planning/Initiatives - Customer Advisory Team

Job Summary

Responsible for Ideating and Implementing Strategic Initiatives for Customer Advisory team channel by partnering closely with other functions in the organization and focusing on the following core areas:

- New business model and market testing

- Smart customer targeting through analytics and market intelligence

- Frontline tech enablement to allow need-based selling

- Initiatives to improve Sales efficiency / Productivity

- Sales Training

- Customer Engagement

- Intersection Management with other functions like Product and Marketing

- Growth in new markets

- New product launch

- Infrastructure

Key Responsibilities

Strategic Planning

- Participate in annual strategic & business planning for the channel in line with company's objective

- Collaborate with cross-functional teams to ensure key objectives and MOS of the Channel are met

- Design and implement key strategic levers for organization and channel priorities

- Build strong relationship with all cross functional teams and influence them for prioritization of key initiatives

- Tap the market (Smart customer targeting) through analytics driven solicitation, sales tools, launch & drive targeted initiatives for Affluent & top city customers

- Leverage technology enablement for exploring need based selling potentially through a tablet based solution for FOS

- Develop and attain key performance indicators and management information to monitor the business quality, portfolio management and performance efficiency

- Explore new/improved market and distribution opportunities for strategic and financial growth of the channel

- Responsible for execution of new initiatives by partnering closely with internal stake holders at Channel / Zone level

- Develop and drive sales contests to maintain high motivation levels in the sales force

Measure of Success

- Achievement of Adj. MFYP business plan through Strategic initiatives

- Success of new initiatives

- Adoption of Technology

- Relationship Management